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Philanthropy Made Easy, with Scott Lumpkin

Join us for a practical and timely conversation with Scott Lumpkin, a veteran in planned giving and former university fundraiser with more than 20 years of experience helping donors give with purpose.
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The Bell-Bottom Billionaires

Being told in 1979 that two yet-to-be-founded companies would be worth more than the entire output of the U.S. economy would have sounded like science fiction. But this history offers a valuable reminder that the future is so big, it’s almost incomprehensible.
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A Retirement Pay Raise You Don’t Have to Ask for

What if there were a way to raise your income during retirement — one that doesn’t require working or selling off your possessions? Let me introduce you to the quiet but powerful concept of dividend growth.
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Don’t Just Own Shares: Share Ownership

Can you name five companies whose products or services you use almost daily? What top brands are your family members unable to live without? We consistently rely on — and budget for — these brands and businesses in our daily activities.
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Detecting and Avoiding Scams with Scott Henke, Onsite Consulting

From fake phone calls and phishing emails to fraudulent websites and sketchy ads, online and telephone scams are getting more sophisticated and dangerous. That’s why we brought back one of our most popular speakers: Scott Henke of Onsite Consulting
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History Over Headlines

Perspective is in increasingly short supply right now. Business news and market commentary is ever focused on urgency. But good investor behavior requires thinking long-term, staying grounded, and resisting the belief that daily market machinations are important enough to warrant changes.
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Meeting Mr. Market

What would it look like to have a conversation with “The Market” (the embodiment of the S&P 500)? What knowledge might we learn from this nebulous thing if only we could ask it? Let's find out.
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PRESS RELEASE: Steve Booren Recognized as One of the Top Financial Advisors in America by Barron’s

Denver, Colo. — April 21, 2025 – Steve Booren, an independent LPL Financial advisor in Greenwood Village, CO, has been recognized by Barron’s as one of the 2025 Top 1,200 Financial Advisors in America. Booren, Founder and Owner of Prosperion…
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We Plan For This

Gut check: How have you been over the past month? When my last column was published a scant four weeks ago, markets were knocking on the door of all-time highs, and the overall feeling was one of cautious optimism. A lot can change in four weeks.
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PRESS RELEASE: Forbes Recognizes Steve Booren as a Best-In-State Wealth Advisor for 2025

DENVER, Colo. — April 15, 2025 – Steve Booren, an independent LPL Financial advisor in Greenwood Village, CO, has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in…
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A Study in Curiosity, Simplicity, and Gratitude

On occasion, someone pursues a deeper understanding of what drives markets and investors. Charlie Munger, the late vice chairman of Berkshire Hathaway and Warren Buffett’s lifelong business partner was one of them.
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Living, Loving, Learning, and Letting Go with Dr. Mary E. McCall

Join us for an insightful webinar with Dr. Mary E. McCall, an expert in values-based coaching, end-of-life planning, and personal growth. Through real-world experiences and thought-provoking discussions, she will guide us through the four essential elements of a fulfilling life—Living, Loving, Learning, and Letting Go.
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Safety in Numbers

As of December 31, the “Magnificent Seven” accounted for roughly half of the Index’s 2024 gain, according to CNBC. This has left many people wondering, are these companies deserving of this much capital, or is a bubble inflating America’s largest enterprises?
President Harry S Truman meeting with former president Herbert Hoover, 1946.

An Investment in Efficiency

The Trump administration is set to kick off a series of policy moves focused on, among many things, reducing government waste. It’s not surprising to see a renewed focus on our government’s and politicians’ extravagant spending, especially…
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We Planned for This

With the holidays rapidly approaching, I find late December is a great time for family, friends, festivities, and a little reflection. The end of 2024 marks an important milestone: The first quarter of this century is now behind us. If you’re…